In equity, we offer our clients a variety of products to choose from.

DIRECT EQUITY INVESTMENTS: Direct equity investment can be rewarding. There is also risk involved. The risk is associated with the complexity of information that is contained in company’s f inancial reports. This lack of information can signif icantly increase the risk involved in these investments.

Based on your asset allocation plan, our advisors will advise you on selecting from the various Portfolio Management Services available.

We evaluate PMS based on their track record and the costs associated with them keeping in mind your goals and priorities to f ind the right f it that suits your needs.

When it comes to Mutual Funds, there are plenty of options available in the market.

Our advisors will be able to help you choose the right products to add to your portfolio in order to meet your goals. Our evaluation of mutual funds is based on the performance of the fund, the fund house, and the fund manager.

At Sumex Private Wealth, we deal with a variety of Debt Mutual Funds such as Liquid funds, Gild funds, Income funds, Arbitrage funds, Fixed Maturity Funds, Corporate funds / FDs and Public sector funds.

Some of these assets are long term investments and are among the safest options available for clients with a low risk appetite

When it comes to lucrative investment opportunities, real estate stands out as one among them, but it is also a complex business. Our advisors can help you acquire property that you are interested in and also help in financing it. We deal with two types of investments.

1. Direct Property Purchase
2. Real estate fund

These are products designed for the sophisticated investors who like to hedge against the market downturns.

When the underlying index does well, you benef it from it. But if it doesn’t, you still have your principal protected. Most of the products which our advisors suggest are principal protected.

These are investments which involve owning or interest in an entity which is not publicly listed or traded.

At Sumex Private Wealth, our advisors will help you invest in this sub asset class based on your f inancial prof ile and your understanding of the risk involved.

Taxes are a signif icant consideration for most of our clients and our advisors are experienced in mitigating the tax consequences of portfolio management.

We take utmost care in the placement of investments under taxable and deferred accounts and review your portfolio regularly for tax benef its.